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What is Financial Planning?

Financial planning is important if you want to grow and protect your wealth. To help get you started, our local specialists and global research cover everything from funding your children's education to ensuring you can enjoy life when you retire.




Guide to Financial Planning

Financial planning is essential if you want to make the most of your money - to grow it, protect it and use it to achieve your financial goals.

A lot of people put off financial planning because they think it's complicated. At HSBC we can help you with your Financial Planning by listening to you and working with you to plan for your future by holding a Financial Planning meeting. A Financial Review carried out by one of our Wealth Specialists or Premier Relationship Managers will discuss your goals and aspirations, review your current financial situation and help you plan to achieve your goals whatever they may be at no cost to you.

Your Goals

Expert guidance from a global network
Your wealth management needs are unique. You may have many financial goals. Some might even be ambitious ones.

We can work with you to help you achieve your financial goals, whatever stage in life you are at. With expert advice and resources from a global network of investment professionals, HSBC can help you develop a wealth management strategy suited to your needs and your financial situation.

With an HSBC Premier Relationship Manager or Wealth Specialist you will discuss your current circumstances and financial commitments, and your future plans and aspirations. Our team can help you to grow and protect your wealth.

Education Planning

From private schooling to studying abroad, the cost of education can be high. So it's important to plan ahead if you want to give your children the best start in life.

The earlier you start to plan for your children's education, the longer you will have to build a pot of funds to cover all the costs.

You will also have more time to research all your options before you decide where you want to send your children to school - and whether you can afford it.

Retirement Planning

Most people hope to retire early. To make sure you can afford to stop working when you want, here is some useful information about retirement planning.

To avoid a shortfall in your retirement savings, you need to keep your finances in good shape.

When you're planning for retirement, there are some key issues you need to consider:
• Where do you want to live when you retire?
• Could you retire early?
• Are there any major expenses on the horizon?
• Have you written your will?

An HSBC Premier Relationship Manager or Wealth Specialist can help you determine how much you will need to support your future lifestyle.

Managing and Growing your Wealth

Investors want to build and protect their wealth. You might also want to generate regular income from that wealth.

Our Premier Relationship Managers and Wealth Specialists are available to help you chose the right solution for you.

By selecting from a variety of available investments, and with consideration for your tolerance for risk, you can create an investment portfolio that will help you to meet your unique financial goals.

Make an appointment

Need help planning for your financial future?

Arrange an appointment to discuss your financial future

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The value of investments and any income they generate can go down as well as up, meaning you may not get back the full amount you invested. Past performance is not indicative of future performance.

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